JEFF Finkelstein signed Joe's Stone Crabs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joe's Stone Crabs, Inc.'s EIN is 59-0601879.
Download the official 2024 Form 5500 (PDF) for Joe's Stone Crabs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joe's Stone Crabs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Empower Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $6.1M | 34.7% | |
| MM S&P 500(R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.3M | 24.5% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $931K | 5.3% | |
| AMG RENAISSANCE LARGE CAP GROWTH N AMG FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $790K | 4.5% | |
| MASSMUTUAL BLUE CHIP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $678K | 3.9% | |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $677K | 3.9% | |
| FIDELITY ADVISOR LEVERAGED CO STK M FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $495K | 2.8% | |
| Participant loans 4.25% to 9.50% - | Bonds / Notes | — | — | $414K | 2.4% | |
| BLACKROCK CORE BOND INV A BLACKROCK · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $407K | 2.3% | |
| GOVERNMENT MONEY MARKET (BARINGS) BARINGS FUNDS · EIN 04-1590850 / PN 109 | Pooled Separate Account | — | — | $394K | 2.3% | |
| BLACKROCK LIFEPATH INDEX RETIRE INV BLACKROCK · EIN 90-0779283 / PN 109 | Pooled Separate Account | — | — | $292K | 1.7% | |
| FIDELITY EQUITY DIVIDEND INCOME FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $272K | 1.6% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $262K | 1.5% | |
| Empower BLACKROCK LIFEPATH INDEX 2040 INV A | Other securities | — | — | $229K | 1.3% | |
| BLACKROCK CORE BOND INV A BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $229K | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2030 INV A BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $199K | 1.1% | |
| BLACKROCK LIFEPATH INDEX RETIRE INV BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $181K | 1.0% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $130K | 0.7% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $127K | 0.7% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $120K | 0.7% | |
| INVESCO GLOBAL OPPORTUNITIES Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $111K | 0.6% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $76K | 0.4% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $71K | 0.4% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $68K | 0.4% | |
| MASSMUTUAL HIGH YIELD SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $22K | 0.1% | |
| FRANKLIN CORE PLUS BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $22K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 INV A BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $22K | 0.1% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| COHEN & STEERS INTERNATIONAL REALTY COHEN & STEERS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| TEMPLETON GLOBAL BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM IN RE EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MAIN STREET R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2030 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2040 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2020 EMPOWER ANNUITY INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DISCIPLINED VALUE SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 INV A BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL RETIRESMART BY JPM 2050 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
